Daniel J Robertson

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 09/2018
  Center Street Advisors
  Nashville, TN
• 01/2015 → 09/2018
  Eldercare Financial
  St Peters, MO
• 01/2015 → 09/2018
  Wealth Protection Advisors
  St Peters, MO
• 09/2018 → 10/2020
  Six Point Financial Group
  Chesterfield, MO
• 09/2018 → 10/2020
  Crown Capital Securities, Lp
  Orange, CA
• 11/2021 → Present
  Stifel Nicolaus & Co Inc
  St. Louis, MO
• 10/2020 → 11/2021
  Homemaker
  Saint Louis, MO

Previous Registrations

• 2018-09-27 → 2020-11-12
  Crown Capital Securities, L.P.
  Chesterfield, MO
• 2015-04-02 → 2018-10-16
  Center Street Advisors, Inc.
  St Peters, MO
  Nashville, TN
• 2013-07-03 → 2015-04-02
  Alphastar Capital Management
  St. Peters, MO
  Cornelius, NC
• 2010-11-15 → 2011-07-25
  Edward Jones
  Wildwood, MO
  Manchester, MO
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2010-11-12

Other Names

• Dan Robertson
• Danny Robertson
• Daniel Jeffrey Robertson